Hobbs Group Advisors’s Bank of America BAC Stock Holding History

Hobbs Group Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Buy	26,302 +281	+1%	+$14.9K	0.39%	48
2026 Q1	$1.27M	Sell	26,021 -1,613	-6%	-$83.2K	0.38%	49
2025 Q4	$1.52M	Sell	27,634 -186	-0.7%	-$9.83K	0.46%	44
2025 Q3	$1.44M	Buy	27,820 +19	+0.1%	+$927	0.45%	43
2025 Q2	$1.32M	Sell	27,801 -1,081	-4%	-$45.5K	0.45%	45
2025 Q1	$1.21M	Buy	28,882 +92	+0.3%	+$4.1K	0.46%	45
2024 Q4	$1.27M	Sell	28,790 -3,307	-10%	-$145K	0.48%	43
2024 Q3	$1.27M	Sell	32,097 -3,273	-9%	-$131K	0.46%	38
2024 Q2	$1.38M	Buy	+35,370	New	+$1.36M	0.52%	37
2023 Q4	$1.13M	Buy	+33,647	New	+$980K	0.51%	34

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hobbs Group Advisors's BAC Position: Q2 2026 in Review

Hobbs Group Advisors increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $14.9K and bringing the position to 26,302 shares worth $1.5M. The position accounts for 0.39% of the portfolio, ranked #48.

Hobbs Group Advisors first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.52M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Hobbs Group Advisors held 26,302 shares of Bank of America worth $1.5M as of Q2 2026.
Hobbs Group Advisors bought 281 Bank of America shares in Q2 2026, an estimated $14.9K.
Bank of America made up 0.39% of Hobbs Group Advisors's portfolio in Q2 2026, its #48 holding.
Hobbs Group Advisors first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's Bank of America position peaked at $1.52M in Q4 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.